See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,812 | $65,041-88.0% | $90,951-91.4% | $79,858-90.2% |
| Participation rate | 76.9% | 61.6%+15.3pp | 69.0%+7.9pp | 69.6%+7.3pp |
| Annual return | 15.27% | 30.45%-15.2pp | 134.60%-119.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $873 | $1,247-30.0% | $2,122-58.8% | $2,471-64.7% |
| Participant deferral / active EE | $1,499 | $2,512-40.3% | $3,373-55.6% | $3,740-59.9% |
| Admin fee / account holder | $179 | $4,536-96.1% | $5,959-97.0% | $5,306-96.6% |